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Personalized for you

Get real-time snapshots of all your financial accounts, recent transactions, portfolio holdings and account details in one place. Whether you are a small investor, a wealthy millionaire or a family office, Wealthica effortlessly tells you what is going on with your money. Try it now for free!

How others use Wealthica

“I use Wealthica to manage 10 accounts from 4 institutions. It brings tremendous value for me to have an holistic view of ALL my investments. I am able to view important transactions like purchases, sales, dividends, and most importantly - fees. Tracking my net worth of $100K+ isn't something I take lightly, that's why I trust Wealthica and confidently use their service several times per week.”

DIY Investor ($100K+)

“Thanks to Wealthica, I can have a view on the whole family's net worth including my trust, my holding and individual family members. In addition to aggregating the assets I have at financial institutions, I can add my private investments, real estate and other assets. It's a tool every family office should have.”

High net worth family ($5M+)

“I use Scotiabank and Questrade for most of my investing and have always wanted to have a combined view of all my assets. Historical value of my portfolio and my net worth is the most important feature for me. I love the new transaction notification, it allows me to quickly reinvest dividends paid”

Self-employed entrepreneur ($25K+)

“As a retiree I want to make sure I'm not withdrawing too much (or too fast) from my investments. I'm also a bit concerned about market volatility and swings. Wealthica allows me to take a quick glance at the big picture of my savings, look at how much I withdrawn from my employer pension plan, with my advisors and from my brokerage, all in a single dashboard.”

Recently Retired ($1M+)

“I've had a saving account with Tangerine for quite some time and just recently opened a TFSA with robo-advisor Wealthsimple. I wanted a tool to see both account at the same place. Wealthica does the job as advertised.”

Keep in touch

We are a team of passionate entrepreneurs and developers who want to make automatic investments consolidation a reality. Learn more about us or tell us how we can ease your investment consolidation pain?